Kaiser Permanente Tax Sheltered Annuity Plan (TSA)

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
KP Retirement Path 2035 Institutional		C	U.S. All Cap	11	0.19%
KP Retirement Path 2040 Institutional		C	U.S. All Cap	12	0.19%
KP Retirement Path 2045 Institutional		C	U.S. All Cap	13	0.19%
KP Retirement Path 2060 Institutional		C	U.S. All Cap	13	0.18%
KP Retirement Path 2055 Institutional		C	U.S. All Cap	13	0.19%
KP Retirement Path 2050 Institutional		C	U.S. All Cap	13	0.19%
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares	VITPX	D	U.S. All Cap	16	0.02%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C-	U.S. Mega Cap	16	0.16%
Vanguard PRIMECAP Fund Admiral Shares	VPMAX	B	U.S. All Cap	17	0.36%
KP Retirement Path 2015 Institutional		D	U.S. Large Cap	7	0.17%
KP Retirement Path 2020 Institutional		D	U.S. All Cap	8	0.17%
KP Retirement Path 2025 Institutional		D	U.S. All Cap	9	0.18%
Vanguard Wellington Fund Investor Shares	VWELX	B	U.S. Large Cap	10	0.26%
KP Retirement Path 2030 Institutional		C	U.S. All Cap	10	0.18%
U.S. Equities - Growth
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Alger Capital Appreciation Institutional Fund Class I	ALARX	D--	U.S. All Cap - Growth	21	1.19%
U.S. Equities - Value
Vanguard Value Index Fund Institutional Shares	VIVIX	C++	U.S. Mega Cap - Value	15	0.08%
Global & Intl. Equity
T. Rowe Price International Discovery Fund	PRIDX	A-	International Large Cap - Growth	15	1.23%
Vanguard International Growth Fund Admiral Shares	VWILX	B	Emerging Markets	21	0.35%
Bonds
Stable Income Fund 4249		C	U.S. Cash / Money Market	0	0%
Vanguard Total Bond Market Index Fund Institutional Plus Shares	VBMPX	C-	Bond - Multi Sector	3	0.05%

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